MS — MORGAN STANLEY

Ownership history in Corient Private Wealth LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in MORGAN STANLEY (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.68% (2025 Q4)
Avg. % of fund
0.31%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,122,060 +1,833,844 +142.4% 0.68% $511.7M $176.56
2025 Q3 ADDED 1,288,216 +33,040 +2.6% 0.32% $200.8M $157.13
2025 Q2 REDUCED 1,255,176 -2,662 -0.2% 0.19% $176.8M $138.28
2025 Q1 REDUCED 1,257,838 -23,164 -1.8% 0.24% $146.2M $113.62
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MS price (monthly, adj. close)

Other funds also holding MS

As of 2025 Q4 — sorted by position size

MITSUBISHI UFJ FINANCIAL GROUP INC 3Y 7Y 100.0% BRIDGER MANAGEMENT, LLC 3Y 7Y 15.6% Focused Investors LLC 3Y 7Y 7.12% RBF Capital, LLC 3Y 7Y 6.39% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.37% Hamlin Capital Management, LLC 3Y 7Y 5.94% AXIOM INVESTORS LLC /DE 3Y 7Y 5.61% Bradyco, Inc. 5.58% Morangie Management LLC 5.23% DCM Advisors, LLC 3Y 5.0%
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